Tony has over 15 years of experience in accountancy practice, qualifying as a Chartered Accountant in 2001, and first becoming a partner in practice in 2006. Tony has benefited from the diversity of assignments available to him to build a rounded knowledge and experience of all aspects of accountancy, whilst specialising in the areas of audit and corporate finance.
Tony has been a part of the team during numerous corporate transactions including acquisitions, mergers and disposals experiencing both sides of the due diligence process.
Tony works closely with a number of clients often producing detailed reports and analysis to assist clients to monitor their businesses, highlighting potential problem areas or opportunities for growth. This work often includes the production of business plans to cover medium and long term strategic planning incorporating profit projections and cash flow forecasts. The business plans are often used when clients are seeking to raise financing for a particular project, a process in which Tony is actively involved.
Tony is a member if the Institute of Chartered Accountants of England and Wales and is a member of the Audit and Assurance Faculty.
Philip (Phil) Beard
Phil is a vastly experienced professional who has spent his whole career involved in the field of Taxation. He began life with the Inland Revenue in Manchester and subsequently joined the accountancy profession over 30 years ago.
He qualified as a member of The Chartered Institute of Taxation in 1982 and was elected Chairman of the Mid Anglia branch and later became Treasurer a position he has held for a number of years, he is also a representative on the Working Together committee involved in discussions with HMRC on systemic failings within the taxation system and how they may be remedied and has also attended formal meetings to discuss HMRC policy on Agent Strategy.
Before becoming a principal in an independent firm in 1996, Phil was a tax consultant with a major international accountancy practice and over the years he has advised on many major taxation assignments, involving issues such as company reconstructions, business disposals and acquisitions, Inheritance and Capital Gains Tax planning and H M Revenue & Customs enquiries also including presenting appeals before Tribunals. Over the years Phil has written articles and delivered lectures on taxation subjects and has provided consultancy advice to other accountancy practices.
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